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How tax credits expiring reshaped EV demand, dealer strategy, and what’s next for affordability
Manage episode 512648835 series 3673311
Jim Fitzpatrick에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Jim Fitzpatrick 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
We sit down with dealer-owner and NADA board member Jeff Aiosa to unpack how expiring EV tax credits, shifting production, and affordability pressures are reshaping demand. We dig into used EV values, plug‑in hybrids as a bridge, and a realistic road to price and range parity.
• leasing demand cliff after 45W credit ends
• used EV depreciation driving approachable prices
• ACV challenges and improving valuation discipline
• production pullback to match true EV demand
• plug‑in hybrids as low-friction bridge tech
• sales culture, research-heavy buyers, and delivery experience
• tariffs, shared cost pressures, and affordability
• Mercedes strategy to protect share and attract younger buyers
• 2025 SAR near 16 million and stable used pricing
• long-run optimism grounded in parity and infrastructure
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챕터
1. Welcome, Guest, And EV Context (00:00:00)
2. Credits Expire And Leasing Cliff (00:00:20)
3. Used EVs, Depreciation, And Value (00:02:57)
4. Inventory Planning And Production Pullback (00:04:31)
5. Plug‑In Hybrids As Bridge Tech (00:05:30)
6. Customer Adoption, Culture, And Sales Teams (00:08:17)
7. Tariffs, Pricing Pressure, And Affordability (00:10:57)
8. Mercedes Strategy Shift And Market Share (00:12:59)
9. 2025 Outlook And Closing (00:14:06)
33 에피소드
공유
